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Choosing the best Computerized Maintenance Management CMMS Software

The computerized maintenance management software is specifically designed to manage maintenance and operations of a single building or national enterprise. The CMMS stores important maintenance data on the desktop that provides any company the capability to track work orders, instantly determine the assets needs for reactive proactive maintenance and generate relevant usage reports.

Most companies are looking to invest in a computerized maintenance management software that helps to saves money in the long run and it extend asset lifespan. The CMMS software is also referred to as enterprise asset management software, facilities management software or preventative maintenance software. CMMS software is designed to improve productivity, reduce downtime on assets and increase efficiencies for maintenance staff, vendors and contractors.

 

CMMS Software minimum Features

Maxpanda CMMS software includes important features that will provide the best experience to any business owner. Some of the core offerings that you can find in most enterprise CMMS software are asset records, technical records, work order management, pm maintenance scheduling and service work capability.

 

  • Work orders – The work order helps to track the repairs and maintenance which outlines relevant information on the asset or location. What parts were required for replacement? Time tracking for maintenance staff and vendor, Task list required to complete prior to completing the work order, Updated photos on job completion and more.

 

  • Technician record – Includes technician records that allows users to store the important about the maintenance employees such as training, certifications and more.

 

  • Mobile interface – It has mobile application offering all employees 24/7 access to the software through Smartphones Tablets.

 

  • Asset records – The asset records centralize purchase dates, warranty, serial number, cost, location etc.

 

  • Multi-location management – It has a Multi-location management feature that has the capacity to handle several facilities within the software. Maxpanda includes up to 100 Sites, that’s 100 different databases managing unlimited amount of buildings, assets, parts and people in each Site.

 

  • Analytics and Reporting – Reporting and analytics can range from the fundamental template reports pre designed by the CMMS provider to customized analytics requested by the client.

 

  • Inventory management – It collects the information on the purchase orders, supplies and parts such as supplier, location, quantity, cost and more. Users receive email and push notifications when stock reordering ensuring fulfillment is always met for work.

 

  • Preventive maintenance scheduling – It helps to define, assign, execute and monitor the scheduled maintenance. It has options for scheduling maintenance depending on calendar dates or time such as cycles.

 

Guide to finding the Best Computerized Maintenance Management Software

CMMS software is an important tool for the organization. The maintenance and facilities management software increases workflow as usage increases. By using CMMS software you can check the details about the parts, assets, locations, buildings and procedures necessary to perform required jobs. When you are choosing the Computerized Maintenance Management Software you should consider:

  • Functionality

The functionality is one of the most important factors to consider when choosing the right maintenance software for your company. Does the app include all the minimum functions required to gather all relevant data for reporting and cost analysis? Is the CMMS simple to use for your nontechnical staff? Is initial setup quick and painless with no costs involved?

  • Mobile devices

Does the maintenance software support mobile devices? Does the software support all mobile devices that allow workers to maintain communication 24/7? The CMMS apps are specially designed for Android, iOS and other devices.

  • Customer reviews

Customer reviews are vital factors to consider before subscribing to any CMMS maintenance software. They offer details about the software such as features, cost, support and general usage. Read a few of Maxpanda’s customer reviews here.

  • Cost

Cost may or may not be a critical factor to consider. Self-hosted maintenance software is expensive when compared to a SaaS subscription model such as Maxpanda CMMS.

 

Benefits of Computerized Maintenance Management software

The Computerized Maintenance Management software is one of the most popular and required operational tools for maintaining capital asset costs towards any size company. This software allows the business owner to track related tasks such as cleaning, inspections and planned maintenance for each asset or building. Implementing CMMS software at the manufacturing plant is a perfect choice. The CMMS assists all users to create and track work order progress and extend equipment life by scheduling preventive maintenance on the assets, locations and tools in the facility.

Reducing Overtime

CMMS helps to reduce overtime and the requirement for emergency repairs and maintenance. With scheduled maintenance, the maintenance work is performed efficiently and within the manufacturers recommended time periods.

Planned Preventative Maintenance

This software automates the planned scheduling of the maintenance, cleaning and repairs. Switching to proactive maintenance helps extend equipment life dramatically while reducing the operating expense for the organization.

Reducing Paperwork

CMMS software helps to eliminate the need for clipboards, spreadsheets and miscellaneous paperwork that can be lost or forgotten. The software helps to capture the information automatically and permanently. Users may view details regarding the work orders on their mobile devices, desktop or print. Users do not need to search folders, filing cabinets and other storage bins to find the important details they need for maintenance and operations.

Enhanced Safety

The CMMS software helps the company in checking as well as maintaining the equipment irregularly. Offering high safety standards to reduce work loss due to accidents or insufficient information making the equipment safer for the environment and operator as a while.

Improving Productivity

One of the main benefits of using CMMS Maintenance software is improving productivity. It can be linked to the mobile device to allow access in real-time for relevant information about the equipment, location, customer, staff, part and invoice.

 

Maxwell Davidson, Support Analyst | app.maxpanda.com

 

Effect of PM Frequency Reduction on Assets Reliability

SUMMARY

limit pm schedulesLean Manufacturing and Lean Maintenance target the identification and elimination of waste through continuous improvement. The problem of under-maintaining assets is often addressed through loss elimination and continuous improvement programs. The problem of over-maintaining by comparison receives little attention. Left unattended the over-maintaining of assets silently and continuously squanders precious maintenance resources.

Industry has been conservative in its approach to setting preventive maintenance intervals. On some sites:

· 80 % of Preventive Maintenance costs are spent on activities with a frequency 30 days or less.
· 30 to 40% of Preventive Maintenance costs are spent on assets with negligible failure impact.

We now explore the impact of frequency on the over maintaining problem and proposes, with the use of a case study, low risk methods for reducing Preventive Maintenance costs. Keywords: Preventive Maintenance, Waste Elimination, Activities, Frequency, Analysis, Cost Reduction.

INTRODUCTION

Buell and Smedley define Lean Manufacturing as “a systematic approach to identifying and eliminating waste through continuous improvement”. Waste is further defined as “anything that adds no value to the manufacturing process. Common sources of waste in manufacturing are identified (2) as:

· Overproduction – Producing product quantity in excess of requirement or demand.
· Inventory – Producing levels of end product or work in progress above the optimum.
· Waiting – Delays in the production process.
· Transportation – Transporting end product or work in progress unnecessarily.
· Motion – Unnecessary motion of workers, assets or materials associated with production.
· Processing – Redundant steps or activities in the production process.

Reducing the Cost of Preventive Maintenance

The application of the term “Lean” to maintenance similarly aims to target waste. Bever estimates that between 18% and 30% of every dollar spent on maintenance is wasted. Greg is reported as observing that maintenance operations may be wasting up to 25 percent of available labour and that up to 60 percent of this waste results from activities that add no value to the performance of the plant. Similar categories of waste identified for Lean Manufacturing can be applied to the exploration of Lean Maintenance. Building on a list developed by O’Hanlon, seven categories of waste in maintenance are summarised as follows:

· Overproduction – Performing preventive and predictive maintenance activities at intervals more often than optimal
· Inventory – Overstocking maintenance spares with slow moving parts and secret inventories.
· Waiting – Waiting for tools, parts documentation, transportation, etc.
· Transportation – Time spent walking, running, driving, and flying associated with maintenance work
· Motion –PM performed that adds no value to the prevention of downtime.
· Processing– Opportunity to improve the quality of repairs in reactive or breakdown maintenance.
· Defects – Asset failure caused by under-maintaining assets or maintenance rework.

Waste in maintenance can be considered as a problem of strategy, planning and control. This paper is specifically concerned with waste arising from strategic decision making. This particularly targets maintenance waste associated with “overproduction”, “inventory” and “motion” from the above list. These three topics are referred to specifically as over-maintaining.

THE PROBLEM OF OVER-MAINTAINING

Under-maintaining assets is characterised by:

· Preventive activities not performed or performed at too long intervals
· Ineffective or non-existent preventive activities
Under-maintaining assets leaves an evident waste trail as it often results in frequent and long breakdowns, high
levels of unplanned work and lost production and output. Under-maintaining is a regular target of continuous
improvement programs.

Over-maintaining is characterised by:

· Performing preventive maintenance activities at more frequent intervals than necessary
· Performing preventive maintenance activities that add no value to the output
· PM activities are ineffective at detecting failure and are a waste of time
· PM Activities are redundant (i.e. duplicate other effort)

Over-maintaining assets leaves a less obvious waste trail. We are inclined to believe that our preventive maintenance activities are effective if we are not constantly rectifying breakdowns. When left unchallenged over-Reducing the Cost of Preventive Maintenance

PREVENTIVE MAINTENANCE

In this paper, the term Preventive Maintenance refers to any activity that is designed to:

· Predict the onset of component failure,
· Detect a failure before it has an impact on the asset function,
· Repair or replace asset before failure occurs.

Preventive Maintenance has two features, an activity to be performed, and a frequency at which the activity is performed. A reduction in waste in Preventive Maintenance can target either the Preventive Maintenance activity or its frequency.

Preventive Maintenance Activities

In many businesses, Preventive Maintenance activities have been established over time with little technical discipline supporting the decision process. This has resulted in Preventive Maintenance
activities that:

· Are ineffective in detecting the onset of failure,
· Duplicate the effort of other preventive activities,
· Are missing for critical failures.

A review of Preventive Maintenance activities requires an assessment of the modes and consequence of failure contrasted with the effectiveness of the proposed or actual activity. One method of performing a review of Preventive Maintenance activities is by hypothetical failure analysis. Analyses in this category develop Preventive Maintenance activities based on an analysis of failure risk.
Analyses in this category are typified by RCM II after Moubray (5), however there are many derivatives of this approach in practice. This type of approach generally ignores the existing Preventive Maintenance activities and compares results with existing maintenance programs after the analysis is complete. Hardwick and Winsor (6) describe the development of new maintenance standards for Energy Australia based on the application of RCM principles. Regarded as a successful technical and change management project, there were significant benefits estimated on 25000 Pole and Kiosk Substations. The traditional maintenance program had demanded an annual budget $6.875M per year. Typically $3.75M per year had been budgeted for, with the budget shortfall showing as work backlog. As a result of the project, new maintenance standards were developed. These changes did not affect the period or frequency of the preventive maintenance, but only the methodology or activities. The resulting maintenance program demanded a budget of $2M per year. With full implementation of the new program, a payback period for the project is estimated to be 4 months. This example clearly demonstrates the extent of the over-maintaining problem as well as the effectiveness of a successful review of preventive maintenance activities by hypothetical failure analysis. Another method of performing a review of Preventive Maintenance activities is a “Reverse RCM” process in which each activity is reviewed and tested for its purpose, value and possible duplication against other

A straw survey of industry supported by published maintenance frequencies shows a distinct preference for certain intervals when specifying Preventive Maintenance frequencies.

These are:

· Monthly
· Quarterly (3 Monthly)
· Semi Annually (6 Monthly)
· Annually

This observation supports the contention that maintenance frequencies based on “personal judgement” are heavily influenced by monthly and annual calendar cycles. If each of these frequencies was extended by just one week most maintenance facilities could realise a 20% reduction in the direct cost of their Preventive Maintenance Program such as Maxpanda CMMS. If Preventive Maintenance activities are allocated to the preferred frequency intervals above in a conservative manner it is easy to imagine a situation for many activities of over-maintaining by a factor of up to 200%. The resulting over-maintaining adds little or no value to the detection or prevention of asset failure.

Impact of Preventive Maintenance Frequency on Reliability

It is assumed that as Preventive Maintenance frequency increases (i.e. the interval between Preventive Maintenance activities is reduced) the cost of performing the Preventive maintenance activity increases. It is also often assumed that the probability of failure reduces with increased Preventive Maintenance frequency. The relationship between Preventive Maintenance frequency and the probability of failure prevention (assumes that the Preventive Maintenance activity is successful and the penalty costs are avoided).

Frequency
Probability of Failure
Prevention

Effect of PM Frequency Reduction on Assets Reliability

The challenge associated with frequency reduction is that without reasonable failure data or history, it is difficult to know where the current Preventive Maintenance frequency sits on the graph. Reductions in the “Danger Zone” indicated in Figure 4, would result in proportional reductions in assets reliability. If the current maintenance frequency is low then significant reductions in reliability may not be apparent for some time. If the current maintenance frequency were high, then reductions in maintenance frequency within the “Danger Zone” would result in more Immediate reductions in reliability.

Frequency reduction may only be a reasonable strategy where the consequences of failure are
low and the current frequency is high. Minor reductions in maintenance frequency with these
characteristics can yield considerable returns as demonstrated in the following case study.

CASE STUDY – WASTE ELIMINATION THROUGH FREQUENCY REDUCTION

The following case study is from the manufacturing sector. The maintenance facility had recently conducted a review of their Preventive Maintenance activities, but backlog was continuing to climb as work was deferred. Site personnel were concerned that:

· Work backlog would rise to unmanageable levels,
· Critical Preventive Maintenance activities were being neglected in the deferred work

A further review of the Preventive Maintenance activities was considered to be of little value. For this reason it was decided to target the maintenance frequencies for possible reduction.

Reducing the Cost of Preventive Maintenance

Assets Criticality Rating: The criticality ratings were applied to individual Preventive Maintenance activities. The relative number of Preventive Maintenance activities in each of the Business Impact categories is shown. This chart shows that a high proportion of activities were directed at the prevention of “Negligible Impact” failures or failures with low levels of “Loss of Production” Safety / Environmental 22% Total Production Stopper 0% Partial Production Stopper 44% Negligible Impact 34%

CONCLUSION

Preventive Maintenance activities can have a significant impact on waste in maintenance and manufacturing as a result of both under-maintaining and over-maintaining. The problem of over-maintaining receives little attention by comparison with under-maintaining. The choice of Preventive Maintenance frequency impacts the total cost of the Preventive Maintenance program.
Conservative approaches to setting Preventive Maintenance frequencies increase maintenance waste while adding little or no value to the detection or prevention of asset failure.
The review of Preventive Maintenance activities has been shown in the past to effectively reduce waste caused by over-maintaining. A review of Preventive Maintenance frequencies offers further opportunities to reduce Preventive Maintenance effort. The reduction of Preventive Maintenance frequencies for high frequency activities on low criticality assets provides a method for quickly and effectively reducing Preventive Maintenance costs and eliminating maintenance waste.

Maxwell Davidson,
Business Analyst – Maintenance PM WO mt
Maxpanda CMMS |max@maxpanda.com | https://www.maxpanda.com | +424-272-6675

operating asset

The Plant Wellness Way EAM System-of-Reliability

Start turning an operation with a production and maintenance rat race into one with world class operating assets by making just one asset world class reliable, then a second asset, then a third, then add a few COMPLETED Work Orders.

Your company’s maintenance and production performance are set by the systems and processes you use daily and in between shutdowns. Organizations with rat race behaviors have their systems and processes made them work as such. Breaking-out of the production and maintenance rat race needs new processes and software systems implemented that don’t allow rat race behaviors to start. Using the Plant Wellness Maxpanda EAM strategy will change your enterprise asset management system for the better and the rest of your sub-processes into a world class solution. You will only use those methods and practices that bring the greatest production and maintenance successes by setting up and following your set preventive maintenance schedule and task library units.

Introducing Maxpanda CMMS to stop the maintenance rat race and bring world class reliability success into your company is done one operating asset at a time.

operating assetSuccessful change management needs a true belief that the change is truly worthwhile, and its achievement is certain. In a Plant Wellness Maxpanda EAM transition, you start with one equipment item and make it world class reliable within days not weeks. You change to Maxpanda asset management system and processes that impact just that item of plant. Once you get the first operating asset up to world class performance you do the same to another asset, and the rest. Staff will soon view your new process as a winning environment. Stop the paper notes, spreadsheet mentally today, seriously. That thought of saving money from using CMMS software is such an old school methodology that it creates environments of discourse.

Because you designed and proof-tested the Plant Wellness Way Maxpanda EAM system on individual items of plant until they were all world class reliable equipment, everyone knows that you have a highly successful solution on your hand, so what’s holding you back?

Once your people and senior management see how straight-forward, practical, and fast Plant Wellness Maxpanda EAM is, you’ll be able to ramp-up the speed and get the rest of your operation changed into a Plant Wellness Way EAM site super fast.

Your system and process should focus now from maintenance rat race to world class asset health and wellness.

Changing from rat race maintenance behavior to world class reliability one asset at a time is done by focusing the power of Plant Wellness Maxpanda EAM Asset Management methodology on all the systems and assets. Select and embed into each phase of the asset life cycle those actions and activities that maximize operating asset reliability will be easily Reported on in a week. Running 25 different system Reports in Maxpanda as well as scheduling the reports for viewing in various formats when you want and with data since you start with Maxpanda CMMS.

Because the Plant Wellness Maxpanda EAM methodology demands a life cycle perspective, it ensures you build a business-wide, life cycle long “asset wellness system” for your first chosen equipment. Having done all the hard work with establishing design engineering, supply chain, operating, po, maintenance strategy and practices for maximize reliability on the first asset, it’s much simpler to do that for the second asset. In fact with Maxpanda you can and should apply the method to all your assets if you have similar experience in CMMS.

Step by step, one asset after the other, you begin slowly to change your company. Soon you build a track record of great success through Plant Wellness Maxpanda EAM.

To learn how Plant Wellness Maxpanda EAM and how our CMMS can get you to your pinnacle of maintenance and operations – contact us or schedule a private webinar.

– Maxwell Davidson

pci compliance

Payment Card Industry (PCI) Data Security Standard

Document Includes:

PCI DSS (PCI Data Security Standard Requirements and Security Assessment
Procedures) Guidance on Scoping
Guidance on the intent of all PCI DSS Requirements
Details of testing procedures
Guidance on Compensating Controls
SAQ Instructions and Guidelines
documents
Information about all SAQs and their eligibility criteria
How to determine which SAQ is right for your
organization
PCI DSS and PA-DSS Glossary of
Terms, Abbreviations, and Acronyms
Descriptions and definitions of terms used in the PCI
DSS and self-assessment questionnaires
These and other resources can be found on the PCI SSC website (www.pcisecuritystandards.org).
Organizations are encouraged to review the PCI DSS and other supporting documents before beginning
an assessment.
Expected Testing
PCI DSS, and provide a high-level description of the types of testing activities that should be performed in
order to verify that a requirement has been met. Full details of testing procedures for each requirement
can be found in the PCI DSS.

PCI DSS v3.2 SAQ A, Rev. 1.1 January 2017
© 2006-2017 PCI Security Standards Council, LLC. All Rights Reserved. Page v

Completing the Self-Assessment Questionnaire
For each question, status regarding that
requirement. Only one response should be selected for each question.
A description of the meaning for each response is provided in the table below:
Response When to use this response:
Yes The expected testing has been performed, and all elements of the
requirement have been met as stated.
Yes with CCW
(Compensating
Control Worksheet)
The expected testing has been performed, and the requirement has
been met with the assistance of a compensating control.
All responses in this column require completion of a Compensating
Control Worksheet (CCW) in Appendix B of the SAQ.
Information on the use of compensating controls and guidance on how
to complete the worksheet is provided in the PCI DSS.
No Some or all elements of the requirement have not been met, or are in
the process of being implemented, or require further testing before it will
be known if they are in place.
N/A
(Not Applicable)
The requirement does not apply to the environment. (See
Guidance for Non-Applicability of Certain, Specific Requirements below
for examples.)
All responses in this column require a supporting explanation in
Appendix C of the SAQ.
Guidance for Non-Applicability of Certain, Specific Requirements
If any requirements are deemed not applicable to your environment, select the
specific requirement, and –
entry.
Legal Exception
If your organization is subject to a legal restriction that prevents the organization from meeting a PCI DSS
PCI DSS v3.2 SAQ A, Rev. 1.1 Section 1: Assessment Information January 2017
© 2006-2017 PCI Security Standards Council, LLC. All Rights Reserved. Page 2
Part 2b. Description of Payment Card Business
How and in what capacity does your business
store, process and/or transmit cardholder data?
Part 2c. Locations
List types of facilities (for example, retail outlets, corporate offices, data centers, call centers, etc.) and a
summary of locations included in the PCI DSS review.
Type of facility
Number of facilities
of this type Location(s) of facility (city, country)
Example: Retail outlets 3 Boston, MA, USA
Part 2d. Payment Application
Does the organization use one or more Payment Applications? Yes No
Provide the following information regarding the Payment Applications your organization uses:
Payment Application
Name
Version
Number
Application
Vendor
Is application
PA-DSS Listed?
PA-DSS Listing Expiry
date (if applicable)
Yes No

Part 2e. Description of Environment
Provide a high-level description of the environment covered by
this assessment.
For example:
Connections into and out of the cardholder data environment
(CDE).
Critical system components within the CDE, such as POS
devices, databases, web servers, etc., and any other
necessary payment components, as applicable.
Does your business use network segmentation to affect the scope of your PCI DSS
environment?
(Refer to Network Segmentation section of PCI DSS for guidance on network
segmentation)
Yes No
PCI DSS v3.2 SAQ A, Rev. 1.1 Section 1: Assessment Information January 2017
© 2006-2017 PCI Security Standards Council, LLC. All Rights Reserved. Page 3
Part 2f. Third-Party Service Providers
Does your company use a Qualified Integrator & Reseller (QIR)?
If Yes:
Name of QIR Company:
QIR Individual Name:
Description of services provided by QIR:
Yes No
Does your company share cardholder data with any third-party service providers (for
example, Qualified Integrator & Resellers (QIR), gateways, payment processors, payment
service providers (PSP), web-hosting companies, airline booking agents, loyalty program
agents, etc.)?
Yes No
If Yes:
Name of service provider: Description of services provided:
Note: Requirement 12.8 applies to all entities in this list.
Part 2g. Eligibility to Complete SAQ A
Merchant certifies eligibility to complete this shortened version of the Self-Assessment Questionnaire
because, for this payment channel:
Merchant accepts only card-not-present (e-commerce or mail/telephone-order) transactions);
All processing of cardholder data is entirely outsourced to PCI DSS validated third-party service
providers;
Merchant does not electronically store, process, or transmit any cardholder data on merchant systems
or premises, but relies entirely on a third party(s) to handle all these functions;
Merchant has confirmed that all third party(s) handling storage, processing, and/or transmission of
cardholder data are PCI DSS compliant; and
Any cardholder data the merchant retains is on paper (for example, printed reports or receipts), and
these documents are not received electronically.
Additionally, for e-commerce channels:
All elements of the payment page(s) only and directly
from a PCI DSS validated third-party service provider(s).
2018-07-22

PCI DSS v3.2 SAQ A, Rev. 1.1 Section 2: Self-Assessment Questionnaire January 2017
© 2006-2017 PCI Security Standards Council, LLC. All Rights Reserved. Page 10
Appendix A: Additional PCI DSS Requirements
Appendix A1: Additional PCI DSS Requirements for Shared Hosting Providers
This appendix is not used for merchant assessments.
Appendix A2: Additional PCI DSS Requirements for Entities using SSL/early TLS
This appendix is not used for SAQ A merchant assessments
Appendix A3: Designated Entities Supplemental Validation (DESV)
This Appendix applies only to entities designated by a payment brand(s) or acquirer as requiring
additional validation of existing PCI DSS requirements. Entities required to validate to this Appendix
should use the DESV Supplemental Reporting Template and Supplemental Attestation of Compliance for
reporting, and consult with the applicable payment brand and/or acquirer for submission procedures.
PCI DSS v3.2 SAQ A, Rev. 1.1 Section 2: Self-Assessment Questionnaire January 2017
© 2006-2017 PCI Security Standards Council, LLC. All Rights Reserved. Page 11
Appendix B: Compensating Controls Worksheet
YES with CCW
checked.
Note: Only companies that have undertaken a risk analysis and have legitimate technological or
documented business constraints can consider the use of compensating controls to achieve compliance.
Refer to Appendices B, C, and D of PCI DSS for information about compensating controls and guidance
on how to complete this worksheet.
Requirement Number and Definition:
Information Required Explanation

1. Constraints List constraints precluding compliance with the original requirement.
2. Objective Define the objective of the original control; identify the objective met by
the compensating control.
3. Identified Risk Identify any additional risk posed by the lack of the original control.
4. Definition of Compensating Controls Define the compensating controls and explain how they address the
objectives of the original control and the increased risk, if any.
5. Validation of Compensating Controls Define how the compensating controls were validated and tested.
6. Maintenance Define process and controls in place to
maintain compensating controls.

PCI DSS v3.2 SAQ A, Rev. 1.1 Section 2: Self-Assessment Questionnaire January 2017
© 2006-2017 PCI Security Standards Council, LLC. All Rights Reserved. Page 12
Appendix C: Explanation of Non-Applicability
If the (Not Applicable) column was checked in the questionnaire, use this worksheet to explain why
the related requirement is not applicable to your organization.
Requirement Reason Requirement is Not Applicable
Example:
3.4 Cardholder data is never stored electronically
Stripe
PCI DSS v3.2 SAQ A, Rev. 1.1 Section 3: Validation and Attestation Details January 2017
© 2006-2017 PCI Security Standards Council, LLC. All Rights Reserved. Page 13
Section 3: Validation and Attestation Details
Part 3. PCI DSS Validation
This AOC is based on results noted in SAQ A (Section 2), dated (SAQ completion date).
Based on the results documented in the SAQ A noted above, the signatories identified in Parts 3b-3d, as
applicable, assert(s) the following compliance status for the entity identified in Part 2 of this document:
(check one):
Compliant: All sections of the PCI DSS SAQ are complete, all questions answered affirmatively,
resulting in an overall COMPLIANT rating; thereby (Merchant Company Name) has demonstrated full
compliance with the PCI DSS.
Non-Compliant: Not all sections of the PCI DSS SAQ are complete, or not all questions are answered
affirmatively, resulting in an overall NON-COMPLIANT rating, thereby (Merchant Company Name) has
not demonstrated full compliance with the PCI DSS.
Target Date for Compliance:
An entity submitting this form with a status of Non-Compliant may be required to complete the Action
Plan in Part 4 of this document. Check with your acquirer or the payment brand(s) before completing
Part 4.
Compliant but with Legal exception:
restriction that prevents the requirement from being met. This option requires additional review from
acquirer or payment brand.
If checked, complete the following:
Affected Requirement Details of how legal constraint prevents requirement being met
Part 3a. Acknowledgement of Status
Signatory(s) confirms:
(Check all that apply)
PCI DSS Self-Assessment Questionnaire A, Version (version of SAQ), was completed according to the
instructions therein.
All information within the above-referenced SAQ and in this attestation fairly represents the results of
my assessment in all material respects.
I have confirmed with my payment application vendor that my payment system does not store sensitive
authentication data after authorization.
I have read the PCI DSS and I recognize that I must maintain PCI DSS compliance, as applicable to
my environment, at all times.
If my environment changes, I recognize I must reassess my environment and implement any additional
PCI DSS requirements that apply.
PCI DSS v3.2 SAQ A, Rev. 1.1 Section 3: Validation and Attestation Details January 2017
© 2006-2017 PCI Security Standards Council, LLC. All Rights Reserved. Page 15
Part 4. Action Plan for Non-Compliant Requirements
Select the appropriate t for each requirement. If you
o may be required to provide the date your Company expects to be
compliant with the requirement and a brief description of the actions being taken to meet the requirement.
Check with your acquirer or the payment brand(s) before completing Part 4.
PCI DSS
Requirement* Description of Requirement
Compliant to PCI
DSS Requirements
(Select One)
Remediation Date and Actions
(If selected for any
Requirement)
YES NO
2 Do not use vendor-supplied
defaults for system passwords and
other security parameters
8 Identify and authenticate access to
system components
9 Restrict physical access to
cardholder data
12
Maintain a policy that addresses
information security for all
personnel

* PCI DSS Requirements indicated here refer to the questions in Section 2 of the SAQ.

DOWNLOAD MAXPANDA’S PCI / DATA COMPLIANCE DOCS any time at Maxpanda.com

Using preventive maintenance software

Asset Metering Setup

Meter Reading

  1. Go to COMPANY menu then select METERING TYPES to define the type of meters to run on your ASSETS such as hours/levels/temp/odometer readings etc.
  2. Edit an existing Maxpanda METER (we provide 6 templates) type or create a new one to fit your needs.
  3. Assign it to your Site or Multi Sites (see the picture).
  4. Edit an asset and assign 1 or more metering types to it (your almost done).
  5. The HOURS example (in the picture) has a trigger set for every 80 hrs. Every 80 hours entered by staff on this asset, a new work order is generated.
  6. Feel free to print the qrcode of your asset. Using our freemobile app (GoMAX CMMS Assistant) staff are able to scan the asset’s QR Code, update the hours and save, using their smartphone.
  7. Each trigger (80 hours) will generate work orders for supervisors/editors/admins to assign to staff for completion.

Auto-pull PM template data into a Metering Work Order

NOTE: This feature uses PM TEMPLATES not PM’s.

1. Create a new PM template
2. Open it and click the checkbox to ACCESS IN METERING
3. Save

1. Add your desired METER reading type to any asset
2. Select your PM template from the dropdown menu
3. Save

CMMS Work Order & PM Calendar

Healthcare Efficiency using Maxpanda CMMS

If your not on Maxpanda, Your not optimized

Published on 

 cmms for ambulance   cmms for ambulance
 

By Maxwell Davidson

Healthcare companies, hospitals, and medical clinics have tons of equipment, infrastructure, and data that needs to be handled in a structured  and EXTREMELY SECURE manner. Inefficiencies in management not only affect productivity, but also raise the risk of liability. Fortunately, computerized maintenance management systems such as Maxpanda CMMS offer a complete solution.

As healthcare continues to evolve, hospitals, clinics, rehab facilities and other medical centers need to look for solutions that offer streamlined and structured functioning. The Maxpanda healthcare CMMS program ensures that your organizations maintains a high level of efficiency while keeping abreast with constant changes in your space. Here are the top five ways that MAXPANDA CMMS helps healthcare facility managers like you:

  1. Tracking supplies – Medication, chemicals, and other supplies are the backbone of any healthcare facility. A properly maintained database is essential, both for smooth day-to-day workings, reducing the risk of liability issues and adhering to legal/regulatory requirements. The best CMMS software helps facility managers to record ingoing and outgoing medication/chemicals, create reordering alerts, and maintain a database for tracking supplies. Since everything is automated, the time and cost savings are huge.
  2. Tracking maintenance tasks – With computerized maintenance management systems, facility managers can ensure that maintenance jobs are put on a proper schedule and conducted in a timely manner. Other than scheduling tasks, a CMMS system also allows managers to track jobs conducted on an “as needed” basis.
  3. Tracking patient needs – In a healthcare facility, patients are customers and their comfort and security is a priority. MAXPANDA CMMS software can help tremendously, by handling everything from HVAC temperature regulation, handicap accessibility, and food/drink requests to special machinery/medication, plumbing repairs, and more.
  4. Tracking equipment – Healthcare facilities rely on countless of assets, both within the facility and off. Every room has basic medical equipment as well as specialized machinery and accessories (e.g., wheelchairs, stretchers, lifts, arjo beds etc.) that are constantly moved around. Multiply this by the number of rooms, add offsite and backup machinery to your total, and there’s a large inventory of assets. The age of each item, warranty and repair information, quantity, and location are just a few details that need to be tracked at all times. CMMS software can reduce the workload tremendously.
  5. Tracking vehicles – Most facility managers don’t think of vehicles when they’re implementing CMMS maintenance software. However, vehicles used in hospitals and clinics need to be maintained and tracked as efficiently as the facility’s onsite medical equipment. After all, healthcare organizations must track everything from the number of ambulances and emergency vehicles available to their age, repair and warranty history, and their cleaning/maintenance schedules. Automated software makes this easier and faster.

Automated software cuts down time, effort and cost required for tracking patient requests, issuing jobs to relevant personnel, locating items, equipment  and maintaining a proper historical record of these activities (what happens when Mike retires?).

cmms for ambulance

Financial Gains for In and Out

Like any other industry, hospitals and clinics need to make money by maintaining their costs per yearly budget. Facilities that want to stay ahead of their competitors need to ensure that they work at maximum efficiency, increasing their profits in a manner that doesn’t raise the risk of errors, lawsuits, and liability issues. As with any other business, MAXPANDA CMMS systems allows healthcare organizations to save money by streamlining their facility and asset management. Maximizing efficiency is the best way to boost profits, which in turn allows the facility to invest in better equipment, clinicians, support personnel, and other assets that lead to an enhanced patient experience.

CMMS Parts and Inventory Management

CMMS Parts and Inventory Management

Parts

Create a new part

STEPS:

1. Go to your PARTS tab and CREATE PART
2. Fill in required fields:
a. Name – Enter the name of the part
3. Enter all the necessary non-required fields you wish to complete;
a. Part number – Enter any part number associated with the part you’re creating in your Maxpanda CMMS system
b. Quantity – how many parts do you have in inventory?
c. Unit price – the price of the part
d. Minimum level – At which point does inventory require replenishment? By checking in the ‘send email’ box, you will be notified when the inventory of the part you’re creating reaches a certain level.
e. Notes – you may include any notes pertaining to the part
f. Supplier – Select the supplier from the drop down list. If you need to create a new vendor, Please review VENDORS (section 13) by clicking here.
g. Storage location – Select the location in which the part is part from the drop down menu. If you need to create a new location, please review LOCATIONS (section 11) by clicking here
h. Files – any pictures or documents you wish to attach regarding the part
4. Save

You can also edit any building you have created by click on the edit button in VIEW ALL

PART NOTIFICATIONS:

For all Closed/Completed/Cancelled work orders the Company Admin/Editor, Site Admin/Editor will receive a reorder email notification
Update part, Company Admin, Site Admin will receive reorder email notifications

1. Assets
a. While creating Assets, the uniqueness for a record is Site Name + Asset Name.
b. Data will get override for a record if Site Name + Asset Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

2. Bins
a. While Creating Bins, the uniqueness for a record is Site Name + Bin Name.
b. Data will get override for a record if Site Name + Bin Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

3. Building
a. While Creating Building, the uniqueness for a record is Site Name + Building Name.
b. Data will get override for a record if Site Name + Building Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

4. Location
a. While Creating Location, the uniqueness for a record is Site Name + Location Name + Building Name. In this case we can have same Site Name and Location Name but Building Name must be unique. For example (Maxpanda HQ + Room 001 + Building A) and (Maxpanda HQ + Room 001 + Building B). Both records are new records.
b. Data will override for a record if Site Name + Location Name + Building Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

5. Part
a. While Creating Part, the uniqueness for a record is Site Name + Part Name.
b. Data will override for a record if Site Name + Part Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

6. Vendor
a. While Creating Vendor, the uniqueness for a record is Site Name + Vendor Name.
b. Data will override for a record if Site Name + Vendor Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

7. Customer
a. While Creating Customer, the uniqueness for a record is Site Name + Customer Email.
b. Data will override for a record if Site Name + Customer Email is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

CMMS Work Order & PM Calendar

CMMS Preventive Work Order & the Preventive Maintenance Calendar

CMMS Preventive / Calendar

Work request, maintenance requests, piece of equipment, predictive maintenance, pm program, user friendly, maintenance operations, mobile app, maintenance tasks.

Monthly View: Shows all wo’s for each day

Weekly View: Shows all day items at the top and hourly scheduled wo’s

The Calendar provides added benefits when working with work orders. These include:

  • Hyperlinks open work orders
  • Drag n Drop work orders from 1 day to another
  • Alter entire pm occurrences by day week or month
  • Alter either the pm schedule or future occurrence
  • Change the amount of time allotted to complete the work order
  • Color coded links to show current status

Work Order status colors:

  • Yellow – pending, you need to approve a new work order.
  • Green means go – you’ve Approved a new work order.
  • Red – Overdue, was not completed or closed in time depending on the due date during the approval stage.
  • Black – Rejected. Add a note for history, the submitter receives this as well.
  • Grey – Cancelled. Maybe there we’re 2 submitted and you simply needed to cancel one.
  • Blue – FUTURE PM. These can only be viewed in the calendar (future dates) or in VIEW UPCOMING list.
  • Pink – Reopened. Maybe you forgot to add an invoice or picture. Go ahead reopen closed work orders.
  • Orange – Completed. This status color is reserved for the RESOURCE or MAINTENANCE ROLE only.
  • Brown – Closed. When the work is done, close the work order.

The Maxpanda CMMS Calendar view also provides instant popup notifications for more details per work order without actually opening the work order. Work request, maintenance requests, piece of equipment, predictive maintenance, pm program, user friendly, maintenance operations, mobile app, maintenance tasks. Mobile device, cmms solution and preventive maintenance scheduling all work together bringing you a simple cmms solution that everyone can learn in minutes. Work request, maintenance requests, piece of equipment, predictive maintenance, pm program, user friendly, maintenance operations, mobile app, maintenance tasks.

Did you know the importance of property maintenance software? Read this blog as it will teach you about it.

CMMS User Role Management

Users

Role Management and permission grid. Maxpanda CMMS has 15 PRE-DEFINED ROLES and are listed in priority

  1. COMPANY ADMIN – full access to the entire app and sites
  2. COMPANY EDITOR – full access to all menu items but cannot access COMPANY Settings
  3. SITE ADMIN – full access to the entire site(s)
  4. SITE EDITOR – full access to all menu items in 1 or more sites with limited setting
  5. SUPERVISOR UNLIMITED – staff allowed to create PMs and close all work orders across multi sites
  6. SUPERVISOR LIMITED – staff allowed to close all work orders across multi sites
  7. STAFF UNLIMITED – your internal maintenance staff allowed to complete work orders
  8. STAFF LIMITED – your internal maintenance staff allowed to complete THEIR OWN/ASSIGNED work orders
  9. VENDOR UNLIMITED – your external contractor/vendor. Can submit new work order requests.
  10. VENDOR LIMITED – your external contractor/vendor. Cannot submit work orders into your account.
  11. SUBMITTER UNLIMITED – can submit new work orders and view all work orders in a Site (keeps people from submitting same issues)
  12. SUBMITTER LIMITED – can only submit new and view their own work orders updated in real time
  13. TENANT UNLIMITED – can submit new work orders and review their own work orders but can see all submitted work orders in a building.
  14. TENANT LIMITED – can only submit new work orders and review their own work orders
  15. VIEWER – can only view a work order assigned to them – wo’s are greyed out and can’t be edited in this mode
  16. GUEST PORTAL USER – can only submit a work order through your guest portal – if a guest enters their email address they will receive WO notification updates

Disabling Users

Because Maxpanda keeps your staff/vendor history forever, the app does not allow anyone to delete a registered user (Maxpanda requires all history to maintain REPORTING). You can only Disable access per users.

What happens when you Disable a user (staff/vendors):
  • revokes login access through username/password/socialplugins
  • removes them from Approved WO’s they’re assigned to
  • removes them from PM’s they’re assigned to
  • removes them from TASKS (PM and WO) they’re assigned to
  • removes them from any PM TEMPLATES they’re assigned to
  • hides disabled users from Vendor and Staff drop-down lists (PM, WO, PM Templates)
  • hides disabled users from multi assign/unassign as well

Using SINGLE SIGN ON (sso)

Steps:

1)  Log into Maxpanda CMMS using your usual Maxpanda credentials.

2) Edit user profile.

3) Select Office 365 ‘Add button’ on the top right hand side.

4) Supply Office 365 user id and password credentials.

5)  When logging into Maxpanda CMMS the next time, click the office 365 button on the login screen entering your office 365 credentials.

Building & Category Groups

Building & Category Groups. How to Manage and Maintain thousands of Buildings.

  1. Building Groups can be set for each individual SITE or COMPANY WIDE.
  2. Assign each building to a Building Group.
  3. If you don’t assign a Building to s Building Group, it will always appear during the work order filter process.
  4. Assign any user to 1 Building Group or multiple Building Groups.
  5. By doing this they only have access (view work orders) to the buildings in that Building Group.
  6. They can only submit work orders to buildings/locations assigned to that Building Group.
  7. Assign people to multiple Building Groups or buildings or locations. You can really get fine grained here.

Using Category Groups

Admins can expand pre-existing Category Groups within Maxpanda to fit their organization’s requirements. A Category Group can be defined as a main Work Order Category which consists of multiple Sub Categories. For example, PLUMBING may be designated as a CATEGORY GROUP where PLUMBING-WATER, PLUMBING-H20 and PLUMBING-PIPING may be 3 desired sub-categories. The CATEGORY GROUP and SUB CATEGORIES are filtered and searched on most Work Order management pages within Maxpanda CMMS making it quick and easy for any USER to filter and view work solely in a sub-department (category) such as PLUMBING-WATER.

Company Admins may define Work Order Category Groups and Categories within the COMPANY / Work Order Categories menu under COMPANY SETUP.

cmms preventive maintenance software

Using Maxpanda to Reduce Reactive Maintenance

Reactive maintenance is planned or unplanned work with a priority designation requiring immediate attention

Reactive Problems

Organizations that are reactive typically do not believe it’s possible to perform work any other way. Overall, they get frustrated. Maybe it’s lack of training or leadership resistance. Either way, it’s affecting worker productivity due to the majority of work being unplanned. Unscheduled work also affects job safety. When workers feel rushed, bad things happen. Lastly, those organizations with poor reliability typically waste 10 percent of their company revenue.

Consider This

Maxpanda asset management software plays a major role in the change that you are about to embark on. Typically, users struggle to leverage CMMS in support of asset reliability, this may be because they need better set of instructions or they’re frightened of using computers and smartphones. This is why we built Maxpanda CMMS as well as GoMAX! Mobile CMMS Assistant. Maxpanda will help you improve the way you create, manage and report on your incoming work orders and your preventative maintenance routines. Whether you’re a sole proprietor or national enterprise, Maxpanda has a price plan to fit your budget. We’re pushing the limits of technology and we want you to be part of the journey. Our Mission is to disrupt the CMMS industry with a platform that’s faster, better, and more affordable. Our Fair Pricing Model: For decades CMMS software has been a race to the bottom with clunky outdated solutions offering far more frustration than value. We wanted to change all that by providing software that just works. We want Maxpanda to be an amazing value for your organization — helpful on-boarding with 24/7 support. Maxpanda is an investment in your team and culture. Our fair pricing model is set at a level that allows us to continuously invest in enhancing a solid product & service while providing the greatest user experience & ROI possible.

  1. Establish a solid preventive maintenance (PM). Establish maintenance strategies using formal reliability centered maintenance for quick and easy analysis. Otherwise, rely on manuals from the original equipment manufacturer (OEM) and staff experience. A problem arises when that staff retires or manufacturer is out of business. Place emphasis on condition and cost monitoring software, such as Maxpanda CMMS. With early asset defects and identifications, the staff can prevent unplanned breakdowns and collateral damage. By proactively planning needed repairs, your ultimately creating an environment of savings. In support of your Maxpanda CMMS PM program, you should ensure that all maintenance staff members have basic computer knowledge coupled with their maintenance skills.
  2. Synchronize your data with +1000 apps: What does mAPI stand for? mAPI is a proprietary Maxpanda API software specifically developed to securely transfer data from your Maxpanda CMMS database to other software that also operate on highly secure API web protocols. mAPI Software Integration. Join millions of people like you who seek to manage their work orders online, seamlessly integrate preventative maintenance routines on buildings, vehicles, locations, assets and much more into their existing systems.
  3. Establish a amazing reliability team. It helps to have more than one person focused on asset, building, location, warehouse and plant availability. These staff should rely heavily on the CMMS system for failure analysis, as well as decision making pertaining towards any root cause analysis.
  4. Perform root cause analysis (RCA) on worst events to identify the true cause based on the trigger point. Use Maxpanda CMMS by setting metered triggers in addition to PM schedules for each major piece of equipment.
  5. Perform localized inspections where and when needed evaluating specific assets to isolate problems and failures comparing the history through Maxpanda Active Reporting Modules.
  6. Utilize defect elimination techniques, such as brainstorming, quality circles and kaizen events, all of which involve working level and cross-functional group discussions.
  7. Conduct system walk-downs and record problems using your GoMAX! Mobile App as individual staff or groups.
  8. Establish a core team to manage Maxpanda CMMS daily or weekly. Train your staff on the importance of data entry, establish business rules, build standard operating procedures (SOPs), set up mandatory fields and TASKS and conduct periodic audits.
  9. Perform formal job planning to provide sequenced task steps, material/craft requirements, safety/hazard precautions, as well as reference materials and permits. Job instructions help keep workers safe, organized and informed. Job plans also help the craft follow standardized actions to ensure asset performance. The planner role is multifaceted, but key points include a well defined pm & task library.
  10. Create a formal weekly schedule process by selecting the fully planned work that can be relied on by operations, maintenance, warehouse/purchasing, and health, safety and the environment.
  11. Train maintenance staff as well as vendors to not perform self-inflicted reactive maintenance whereby they purposely decide to do unscheduled, low priority work. Schedule all work orders and metered and preventative maintenance in Maxpanda with strict priority settings matching industry standards.
operating asset

Parts & Bins on your GoMax Mobile Assistant App

Permissions:
Company Admin/Company Editor/Site Admin/Site Editor can see all bins and can add/remove parts
Staff can see but not add/remove parts from bins
Submitters/Tenants/Viewers/Vendors cannot access bins

1. Scan Bin QR Code:

Bin Name
Bin Number
“Add Part” button

List of parts in the bin:
Part Name
Part Number
Quantity in Bin

*Company Admin/Company Editor/Site Admin/Site Editor/Staff can see this screen.
*Submitters/Tenants/Viewers/Vendors cannot.

Bin List Screen:

Company Admin/Company Editor/Site Admin/Site Editor can select part to add/remove parts from bin. Staff cannot select parts

2. To add/remove parts from bin, select desired part from the list.

Part Name
Part Number
Quantity in Bin (total amount of that part in the bin)
Quantity Available (amount of parts not in any bin)
Box to enter Quantity
Add button, remove button
Buttons double as save buttons and adjust the total parts in bin.
Cancel Button

Adding/removing parts from bin:

1/2 B. Combine 1 + 2 into one screen option:
See all bins, quantities and add and remove from same screen.

3. Select the “Add Part” button will allow you to add a new part to the bin (since it is not in the bin, it cannot be selected from the list)

Options to select part from a list or scan the Parts QR Barcode.
This should work the same way as adding a part to a work order.

“Add Part” button
“Scan Part” button
Select Part from drop-down list (similar to adding part to work order)

Adding part to bin:

Once a part is selected, choose the quantity to add to the bin.
Quantity available is the amount of parts on hand not currently in a bin.

Can add multiple different parts to the bin add once If Part being added is already in the bin, merge them together, adding the 2 totals together.

4. Selectin a Bin from menu

Menu options available in main menu under “My WO’s”
Menu option called “Bins”

Selecting “Bins” brings up a list of all bins in the Site.

List each Bins name and number: Bin Name
Bin Number

Select a bin will bring up the parts available in that bin. (See #1).

5. Adding parts to work order

If client has not created any bins in their account, nothing in this process changes.

If client has created Bins:
Initial screen doesn’t change

If part added or scanned in also linked to a bin, adding the part should bring up a list of the quantity of parts not currently binned, as well as each bin the part is linked to and the quantity in that bin.

6. Scanning a Part QR Code

Scanning a part’s QR code should bring up current menu.

Selecting the Inventory should now list all inventory, including bins where the part is located.

Option A: Simple List; select to add and remove
Similar to Bin menu option, but reverse Parts and Bins

Select the bin lets you add to remove parts from bin.

Option B: Combined list
List of all bins, can add or remove from the same screen.

1. Assets
a. While creating Assets, the uniqueness for a record is Site Name + Asset Name.
b. Data will get override for a record if Site Name + Asset Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

2. Bins
a. While Creating Bins, the uniqueness for a record is Site Name + Bin Name.
b. Data will get override for a record if Site Name + Bin Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

3. Building
a. While Creating Building, the uniqueness for a record is Site Name + Building Name.
b. Data will get override for a record if Site Name + Building Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

4. Location
a. While Creating Location, the uniqueness for a record is Site Name + Location Name + Building Name. In this case we can have same Site Name and Location Name but Building Name must be unique. For example (Maxpanda HQ + Room 001 + Building A) and (Maxpanda HQ + Room 001 + Building B). Both records are new records.
b. Data will override for a record if Site Name + Location Name + Building Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

5. Part
a. While Creating Part, the uniqueness for a record is Site Name + Part Name.
b. Data will override for a record if Site Name + Part Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

6. Vendor
a. While Creating Vendor, the uniqueness for a record is Site Name + Vendor Name.
b. Data will override for a record if Site Name + Vendor Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

7. Customer
a. While Creating Customer, the uniqueness for a record is Site Name + Customer Email.
b. Data will override for a record if Site Name + Customer Email is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

cmms site management

Sites Departments Regions

What are Sites?

A Site (or Department) is an infinite number of Buildings housing unlimited Locations, Assets and Users. All managed by a Site Admin. Sites are able to operate autonomously within the Corporate umbrella and managed by you the Company Admin and/or Company Editor.

Creating a Site
When you first create your company account you will have a default Site called Corporate. The corporate name can be changed anytime to whatever you prefer. This Site is your initial database and depending on your selected SUBSCRIPTION PLAN you are allowed to have 1-100 databases managed by you, the Company Admin/Editor.

To create a new Site:
1. Select SITES menu option from the left-hand menu
2. Select CREATE SITE
3. Give your Site a name and description
4. SAVE. You now have 2 Sites.

You have now created your first Site.

Switching between Sites

When you are viewing a Site you will only be able to view Buildings, Locations, Assets and Work Orders assigned to that Site. Any Buildings, Locations, Assets and Work Orders you create within that Site will be assigned to that Site.

Users can switch between Sites from the drop-down menu located in the upper right corner.

Adding Buildings, Locations and Assets to Sites.

Select the Site you want to add Buildings, Locations or Assets to from the drop-down menu located in the upper right hand corner.

Add a Building
Add Locations
Add Assets
(Already in Tech Doc)

Moving Buildings, Locations, Assets between Sites

To move your Buildings, Locations, Assets between Sites:

1. Select SITES > VIEW ALL from the main menu.
2. Click the blue EDIT button for the Site you want to move your Buildings, Locations and Assets in or out of.

To move a Building/Location/Asset into a Site, check off the Buildings/Locations/Assets you wish to move then click ADD.

The Building/Location/Asset, along with any associated Locations, Assets or Work Orders have now been moved into the new Site.

To remove a Building/Location/Asset from a Site, check off the Building/Location/Asset to want to remove and click REMOVE.

The Building/Location/Asset has now been removed and placed in the default Corporate Site.

Deleting a Site

To delete a Site:
1. Select SITES > VIEW ALL from the main menu.
2. Click the red X for the Site you wish to delete.

Note: You cannot delete Sites that have Buildings, Locations, Assets or Work Orders associated with it.

Assigning Users to Sites

Users can be assigned to multiple Sites with a different user role in each.

To assign User roles and Sites:

1. Select STAFF/USERS > USER LIST from the main menu
2. Click the blue EDIT button

3. Click the ADD button.

4. Assign a USER ROLE and SITE from the drop-down menu

5. SAVE

Viewing Work Orders

To view work orders for a Site:

1. Select the Site from the drop-down menu in the upper right-hand corner
2. Select WORK ORDERS from the main menu
3. Select VIEW ALL
4. To view all work orders from all Sites, select COMPANY WORK ORDERS

Note: You can toggle between Sites by selecting another Site from the drop-down menu.

Guest Portal
a. Activated per Site

Each Site must enable the Guest Portal in order to allow guests to submit work requests within that Site. The Guest Portal is located in the Site menu option. Each Site manages their own guest portal. Guest portal forms do not require username passwords. Guest Portals can be set up to allow scanning of their QR CODE. For example, a nurse or student can scan the GP QR code and submit a new work order request.

Enabling the Guest Portal:

1. Select the Site you wish to enable the guest portal for from the drop-down menu located in the upper right-hand corner.

2. Select SITES > GUEST SERVICES from the main menu.
3. Check the box to enable Guest Services.
4. Enter a code word
5. SAVE

A link will be generated that will then enable guests to submit work orders; simply provide them with the link.

2. Custom Emails Whenever a work order is created, assigned, or its status changes, emails are sent out to users affected. You can customize what these emails say for each category of email.

To customize your emails select Company > Custom Emails from the main menu. Type in what you would like each type of email to say and click Save. Please note: emails are not customizable by Site. All users across all Sites will receive these emails.

gomax mobile cmms v5.4

GoMAX! Mobile CMMS Assistant

The mobile application that Maxpanda offers is a very useful tool for users that you have who are always on the go. These users can go from location to location submitting work orders. In most cases, the main users will be the staff or vendors dealing with the work orders tasks first hand. These users will be simply submitting and completing work orders (ie a machine operator submitting a work order when his/her machine breaks down). Therefore, we have kept our mobile app as simple as possible.

The 4 main functions are:

1. Submit work orders
2. My work orders
3. My to do list
4. Overdue work orders

These functions are completed the same way they are completed on the desktop application. For further instructions on these functions, please see section 5 (work orders).

1. Back button alert on editing the following pages:

  • Create WO
  • WO Details
  • WO Task Edit
  • Create WO Invoice
  • Edit WO Invoice
  • Asset Details

For the above pages if the user makes any changes to any of the input fields and hit the back button without saving the changes, then the user will be prompted to a save the changes. If no change is made to any of the fields then no alert will be shown when the back button is hit.

2. Changes in the Parts module:

  • For speed optimization GoMAX does not fetch all the parts data such as site list, vendor list and the locations list in the “Review Parts” page. So the data needed to display only are fetched i.e. selected vendor and selected locations.
  • When a users having user roles like site admin, company admin, company editor, site editor, supervisor unlimited, that have edit permission, clicks on the “Part Details” button a popup is shown. This popup ask the user to “Review this part” by clicking on the “Details” button or the “manage” button.
  • If the user clicks on the “Details” button then he/she is redirected to the View mode of the part details where the user can only view the details of the part but cannot edit them. Here we fetch part details, selected sites, selected vendor, selected location etc. but leave out location list, vendor list, site list. This much data is enough for the viewing purpose.
  • If the user clicks on the “Manage” button then he/she is redirected to the Edit mode of the part details where the user can edit the details of the part. Here we fetch all the part data including location list, vendor list, site list for edit purpose.
  • For staff limited, staff unlimited, vendor limited, vendor unlimited, supervisor limited and viewer, that only have view permission no popup is displayed when user clicks on the Part Details button. The user is directly redirected to the View mode of the part details where the user can only view the details of the part but cannot edit them. GoMAX will fetch the minimum part data such as part details, selected sites, selected vendor, selected location etc… and leave out the entire location list, vendor list, site list. This optimizes data retrieval for customers on 3g and/or slower Wi-Fi connections.

Push Notifications auto sent:

  1. To vendors when a WO is assigned to them
  2. To staff when a WO is assigned to them
  3. To supervisor when a WO is created
  4. To staff and vendors when WO is overdue 5. To approver when a PO is created
cmms pm task checklist

Company and System Setup

The COMPANY tab is only available to the ADMIN(s). Editors or other users can not view Company settings.

Edit – Here you can edit your company name, time-zone, phone number and addressv Current Plan – Edit your current plan, move up or down or unsubscribe
Guest Services – Enable guest to visit your Maxpanda account
Change Credit Card – These things tend to expire
Preferences – change time format
Payments Made – view your payment history
Usage – view your: subscription level, next cycle date, number of work orders in the current month and year, data storage used (with limit), and number of pm work orders, assets, users, attachments and storage you have set up

Reset User Password- security is important

Company Setup Procedures

LOCATION TYPE: Create a new location type by going to LOCATION TYPE under COMPANY SETUP in the COMPANY tab. Then click ADD in the top right corner.

1. Fill in fields for the new location type;
i. Name – Name of the location type
ii. Sort order (not required) – the order in which you wish to see the location appear in the drop down menu when creating new locations.
iii. Work order threshold limit (not required) – Enter the number of work order that you feel is normal for a given period below;
iv. Work order threshold period (not required) – Enter the number of DAYS of your threshold limit. Note: Any locations can have as many work orders regardless of the threshold limit you set. This feature is for conducting reports. See sections 16 for more details.

ASSET TYPE: Create a new asset type by going to ASSET TYPE under COMPANY SETUP in the COMPANY tab. Then click ADD in the top right corner.

2. Fill in fields for the new asset type;
v. Name – Name of the asset type
vi. Sort order (not required) – the order in which you wish to see the asset appear in the drop down menu when creating new assets.
vii. Work order threshold limit (not required) – Enter the number of work order that you feel is normal for a given period below;
viii. Work order threshold period (not required) – Enter the number of DAYS of your threshold limit (ie a vehicle as an asset received oil change maintenance would have a normal
threshold limit of 6 work orders per 365 days). Note: Any asset can have as many work orders regardless of the threshold limit you set. This feature is for conducting reports. See sections 16 for more details.

ASSET STATUS: Create a new asset type by going to ASSET STATUS under COMPANY SETUP in the COMPANY tab. Then click ADD in the top right corner.

1. Fill in fields for the new asset status;
i. Name – Name of the asset status
ii. Sort order (not required) – the order in which you wish to see the asset appear in the drop down menu when creating new assets and during app use.

INVOICE ITEM TYPE: Create a new invoice item type by going to INVOICE ITEM TYPE under COMPANY SETUP in the COMPANY tab. Then click ADD in the top right corner. Now enter the name of the invoice item type and click save.

INVOICE TAXES: Add or edit the all the tax rates that automatically appear when adding invoices. Note: you can always change these rates when creating the invoices.

WORK ORDER CATEGORY: Add or edit the work order categories you, your team or clients see when creating work orders. Work categories help you filter and group work orders by categories that fit your organization. Each Maxpanda client is different in many ways so let the application fit your needs.

WORK ORDER PRIORITY: Add or edit the levels of work order priorities you, your team or clients see when creating a work order.

cmms calendar

Work Order and Preventative Maintenance Calendar

Monthly View: Shows all wo’s for each day

Weekly View: Shows all day items at the top and hourly scheduled wo’s

The Calendar provides added benefits when working with work orders. These include:

  • Hyperlinks open work orders
  • Drag n Drop work orders from 1 day to another
  • Alter entire pm occurrences by day week or month
  • Alter either the pm schedule or future occurrence
  • Change the amount of time allotted to complete the work order
  • Color coded links to show current status

Work Order status colors:

  • Yellow – pending, you need to approve a new work order.
  • Green means go – you’ve Approved a new work order.
  • Red – Overdue, was not completed or closed in time depending on the due date during the approval stage.
  • Black – Rejected. Add a note for history, the submitter receives this as well.
  • Grey – Cancelled. Maybe there we’re 2 submitted and you simply needed to cancel one.
  • Blue – FUTURE PM. These can only be viewed in the calendar (future dates) or in VIEW UPCOMING list.
  • Pink – Reopened. Maybe you forgot to add an invoice or picture. Go ahead reopen closed work orders.
  • Orange – Completed. This status color is reserved for the RESOURCE or MAINTENANCE ROLE only.
  • Brown – Closed. When the work is done, close the work order.

The Maxpanda CMMS Calendar view also provides instant popup notifications for more details per work order without actually opening the work order.

maxpanda work orders

Unlimited Maintenance Management Work Orders

Maxpanda conveniently organizes your day to day and preventative work orders (wo’s). WO’s are very permission based. The software is dependent on these permissions to allow user view.edit rights. Email and push notifications are also sent per STATUS change. Review this PDF (download it and print it) for detailed email and push triggers.

View All – This is the default list for all your generated work orders. Here you can;
1. Edit work orders
2. Filter work orders to find what you’re looking for
3. Import your work order to excel, adobe, etc
4. Add work orders

View Overdue – Lists all overdue work orders (RED)

This is a very important feature of Maxpanda CMMS system as you can view, edit and filter all of your overdue work orders.

View Pending – You need to approve these work orders. They’re in limbo.
This tab will be a very important page for your administrator, secretary, office staff, etc whom are looking over all work orders within your organization. When work orders are submitted they will need to be approved before they go live to your staff or vendors. To do so, click on the edit button circled.

Once here, your admin user or editor should review the entire work order before approving. It is important to make sure all tasks, staff, parts, etc. are correctly assigned to the work order. The admin/editor can also make changes to the work order. Once he/she has done so, they can either: 1. approve the work order or 2. Cancel the work order

Once it is approved, all involved users will receive email notification regarding the work order. It will then show up on their to-do list.
Create New – Create a new work order. You can do it!
You can submit work orders by clicking on the green ‘submit wo’ at the top of the page, click ADD in the view all menu, or by simply clicking the Submit wo tab.

Steps: 1. Fill in required fields;
a. Title – This is the title in your subject line that shows up in the email sent to all staff involved
b. Category – Select from the drop down menu the type of work order. To learn how to add an additional work order category please see section 18 (company setup) by clicking here
c. Priority – Select from the drop down menu the level of priority. To learn how to add an additional level of priority please see section 18 (company setup) by clicking here
d. Start and end date – the start and end date is automatically set to start on the creation date and end 7 days in the future. You can set these for any dates. Note: Only the admin and editor can change these dates, all other users cannot.

2. Fill-in non-required fields a. Fill in field you feel is necessary for your work order.

Staff Work Orders – Search and organize your work orders by internal resources (maintenance staff). All you need to do is enter the date range and choose which staff you will like to view.
My Work Orders – These are all the work orders you’ve submitted into your account.
My To Do List – You’ve been assigned to these work orders. Let’s get to work.

cmms plan

CMMS Pre-planning & Setup

Most new clients find this following implementation plan to be most effective. Note: it is not required to add any of the following data to your new Maxpanda CMMS Account. You may submit work orders anytime you are ready.

  1. Upon signing in click on (left main menu) – COMPANY and select PREFERENCES. If you want to show time stamps on your work orders choose YES. If you want to create work orders using minutes (i.e. a PM should take 45 minutes and is due today) then select 24 Hour Time Format. Selecting the 12 hour format makes PM scheduling/closing an all day standard.
  2. Click on Company Setup (left main menu) – Maxpanda CMMS comes with the standard Location Type, Asset Type, Asset Status, Work Order Category and Work Order Priority. If you need to add and define your own please do so now.
  3. Add your BUILDINGS – Very important since BUILDINGS are the parents to LOCATIONS & ASSETS.
  4. Add your LOCATIONS – When submitting a work order you can use BUILDINGS to filter thousands of LOCATIONS easily.
  5. Add your ASSETS – Since your LOCATIONS are populated, you and your Vendors will know where the ASSET is location.
  6. Invite USERS – We have 7 roles to choose from when inviting USERS. Simply enter a users email address, select a role and they do the rest.
  7. Add your PARTS – Parts are associated to ASSETS and the inventory/cost is tracked by the system.
  8. Add your DOCUMENTS – If you have pictures of your ASSETS or LOCATIONS etc…it’s time to add those to your library.
  9. Create TASKS – Your TASK library will help you save time when adding new TASKS to wo’s or pm’s for approval. Create as many TASKS you think may occur in your company once and they’ll be available ad hoc. Each TASK TEMPLATE can hold unlimited TASKS, be creative!
  10. Schedule an internal maintenance meeting. Create new processes around your new Maxpanda CMMS Software. Slowly roll them out to your co-workers and vendors.
maxpanda screenshots

Screenshots 2016

Add, edit and track unlimited Assets.

The work order list is color coded providing you with a sense of urgency Color codes definitions can be found in the Calendar View.

The Maxpanda CMMS Calendar is an amazing tool! The Calendar displays both hourly preventative maintenance work orders and daily. The Calendar has drop and drag capabilities for manipulating pm and work order dates. This makes handling time, resources and your team a breeze. This screenshot is the DAY AND WEEK view.

The Calendar displays all your preventative maintenance schedules. It also shows FUTURE PM’s so you know what’s coming up next week, month, year.

Real-time reports within your dashboard. Search all work order status or counts instantly. Need to know whose working on what? Search it, Download it, Save it, Store it!